Asset Allocation and Selection begins with a history of the theories and asset class returns over time, leading to the development of various approaches to asset allocation. From there, various asset classes are defined and described, and their characteristics and performance are studied from the client portfolio perspective. The course takes a more granular approach in presenting various valuation methods with respect to stock valuation, and then moving on to bond valuation methods. Finally, the characteristics and approaches of fundamental security analysis are taught at the security, industry, and market level, and are then compared and contrasted with technical analysis.

Author: Craig Kinnunen, MS, CFP®

Craig Kinnunen, MS, CFP®is an associate professor at the College for Financial Planning. Prior to joining the College, Craig enjoyed a long and successful career in personal financial planning and wealth management. Craig’s enthusiasm for financial planning extends beyond the classroom, as he also spends time providing pro bono financial education and individual financial counseling to members of the Colorado National Guard. Craig earned a bachelor of science degree in accounting from Northern Michigan University and followed that up with a master of science degree in finance from the University of Colorado in Denver. You can contact Craig at craig.kinnunen@cffp.edu.

Complexity Level: Advanced